RPAR vs XSVM
Comparison between RPAR RISK PARITY ETF (RPAR, ETF) and INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF).
5-Year PerformanceXSVM has outperformed RPAR, delivering a return of +7.4% compared to +1.3%
RPAR vs XSVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RPAR
$608M
XSVM
$607M
Expense Ratio
RPAR
0.52%
Winner
XSVM
0.37%
Max Drawdown
Winner
RPAR
34.80%
XSVM
64.12%
Sharpe Ratio
RPAR
1.25
Winner
XSVM
1.65
5Y Beta
Winner
RPAR
0.39
XSVM
0.90
P/E Ratio
RPAR
N/A
XSVM
20.48
Forward P/E
RPAR
N/A
XSVM
11.48
5Y Dividends CAGR
Winner
RPAR
25.77%
XSVM
24.29%
5Y EPS CAGR
RPAR
N/A
XSVM
11.91%
Debt to Equity
RPAR
N/A
XSVM
37.90%
P/S Ratio
RPAR
N/A
XSVM
0.48
P/B Ratio
RPAR
N/A
XSVM
1.23
RPAR vs XSVM - Holdings Comparison
RPAR and XSVM have 2 common holdings. Overlap is -33.95%
RPAR's top 25 holdings weight is 79.57%. XSVM's top 25 holdings weight is 34.20%.
| Rank | RPAR | XSVM |
|---|---|---|
| #1 | VANGUARD TOTAL STOCK MARKET ETF (VTI) - 12.49% | VISHAY INTERTECHNOLOGY INC (VSH) - 2.90% |
| #2 | SPDR® GOLD MINISHARES (GLDM) - 9.97% | MARINEMAX INC (HZO) - 1.88% |
| #3 | UNITED STATES TREASURY BONDS 1% (n/a) - 7.90% | STONEX GROUP INC (SNEX) - 1.87% |
| #4 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 7.60% | UNITED NATURAL FOODS INC (UNFI) - 1.74% |
| #5 | UNITED STATES TREASURY BONDS 0.75% (n/a) - 5.26% | ANDERSONS INC (ANDE) - 1.67% |
| #6 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 5.01% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.45% |
| #7 | UNITED STATES TREASURY BONDS 1.38% (n/a) - 3.69% | ALPHA & OMEGA SEMICONDUCTOR LTD (AOSL) - 1.39% |
| #8 | UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.02% | DAUCH CORP (DCH) - 1.36% |
| #9 | UNITED STATES TREASURY BONDS 0.63% (n/a) - 3.01% | SCHOLASTIC CORP (SCHL) - 1.32% |
| #10 | UNITED STATES TREASURY BONDS 2.38% (n/a) - 2.87% | PAR PACIFIC HOLDINGS INC (PARR) - 1.30% |
| #11 | UNITED STATES TREASURY BONDS 0.88% (n/a) - 2.79% | G-III APPAREL GROUP LTD (GIII) - 1.29% |
| #12 | UNITED STATES TREASURY BONDS 1.5% (n/a) - 2.38% | SCANSOURCE INC (SCSC) - 1.27% |
| #13 | UNITED STATES TREASURY BONDS 2.13% (n/a) - 2.23% | KAISER ALUMINUM CORP (KALU) - 1.26% |
| #14 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.96% | ADIENT PLC (ADNT) - 1.25% |
| #15 | OTHER ASSETS AND LIABILITIES (n/a) - 1.52% | DANA INC (DAN) - 1.25% |
| #16 | UNITED STATES TREASURY BONDS 0.25% (n/a) - 1.48% | CORSAIR GAMING INC ORDINARY SHARES (CRSR) - 1.17% |
| #17 | EXXON MOBIL CORP (XOM) - 1.17% | GENWORTH FINANCIAL INC (GNW) - 1.17% |
| #18 | DEERE & CO (DE) - 1.12% | BENCHMARK ELECTRONICS INC (BHE) - 1.17% |
| #19 | BHP GROUP LTD ADR (BHP) - 0.87% | DORIAN LPG LTD (LPG) - 1.14% |
| #20 | RIO TINTO PLC ADR (RIO) - 0.71% | UNITED FIRE GROUP INC (UFCS) - 1.08% |
| #21 | CHEVRON CORP (CVX) - 0.69% | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.08% |
| #22 | SOUTHERN COPPER CORP (SCCO) - 0.57% | LIBERTY ENERGY INC CLASS A (LBRT) - 1.06% |
| #23 | n/a (SHEL) - 0.45% | UNIVERSAL CORP (UVV) - 1.05% |
| #24 | TOTALENERGIES SE (TTE) - 0.41% | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.04% |
| #25 | FREEPORT-MCMORAN INC (FCX) - 0.40% | KOHL'S CORP (KSS) - 1.04% |
| Total Holdings | 149 | 119 |
RPAR vs XSVM - Historical Returns
Returns include dividend reinvestment.
1M
RPAR
-0.94%
Winner
XSVM
+6.11%
3M
RPAR
+0.80%
Winner
XSVM
+19.23%
6M
RPAR
+6.32%
Winner
XSVM
+18.47%
1Y
RPAR
+16.83%
Winner
XSVM
+38.74%
5Y(CAGR)
RPAR
+1.33%
Winner
XSVM
+7.43%
10Y(CAGR)
RPAR
N/A
XSVM
+13.18%
Max(CAGR)
RPAR
+4.34%
Winner
XSVM
+9.22%
RPAR vs XSVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | RPAR | XSVM |
|---|---|---|
| 2026 | +5.23% | +20.89% |
| 2025 | +17.50% | +8.44% |
| 2024 | +0.60% | +2.66% |
| 2023 | +5.47% | +21.36% |
| 2022 | -22.43% | -14.95% |
| 2021 | +6.70% | +57.25% |
| 2020 | +17.68% | +5.22% |
| 2019 | +0.11% | +28.56% |
| 2018 | N/A | -12.72% |
| 2017 | N/A | +2.33% |
| 2016 | N/A | +38.71% |
| 2015 | N/A | -8.23% |
| 2014 | N/A | +7.12% |
| 2013 | N/A | +39.94% |
| 2012 | N/A | +19.01% |
| 2011 | N/A | -3.14% |
| 2010 | N/A | +16.35% |
| 2009 | N/A | +16.81% |
| 2008 | N/A | -30.67% |
| 2007 | N/A | -8.82% |
| 2006 | N/A | +15.68% |
| 2005 | N/A | +3.39% |
RPAR vs XSVM Drawdown Comparison
The maximum drawdown for RPAR was -30.14%, occurring on Oct 20, 2022. Recovery took 1055 trading sessions.
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The current RPAR drawdown is -3.93%.
| Rank | RPAR | XSVM |
|---|---|---|
| #1 | -30.14% Nov 9, 2021 - Jan 26, 2026 | -62.59% Jun 4, 2007 - Jan 4, 2013 |
| #2 | -19.82% Mar 6, 2020 - Jun 10, 2020 | -49.01% Dec 18, 2019 - Nov 24, 2020 |
| #3 | -8.10% Feb 27, 2026 - Mar 20, 2026 | -26.22% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -6.37% Jan 20, 2021 - Jun 1, 2021 | -25.98% Nov 8, 2021 - Dec 26, 2023 |
| #5 | -5.82% Aug 6, 2020 - Nov 20, 2020 | -24.40% Jun 23, 2015 - Aug 23, 2016 |
| #6 | -3.82% Sep 15, 2021 - Oct 26, 2021 | -23.63% Aug 21, 2018 - Nov 25, 2019 |
| #7 | -2.81% Jan 29, 2026 - Feb 10, 2026 | -15.60% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -2.70% Feb 21, 2020 - Mar 5, 2020 | -14.08% Mar 12, 2021 - May 26, 2021 |
| #9 | -2.10% Aug 3, 2021 - Sep 15, 2021 | -13.52% Jul 3, 2014 - Dec 29, 2014 |
| #10 | -2.07% Jun 10, 2020 - Jul 2, 2020 | -12.04% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -1.79% Jun 10, 2021 - Jul 2, 2021 | -11.70% Jan 27, 2021 - Mar 3, 2021 |
| #12 | -1.41% Jan 5, 2021 - Jan 20, 2021 | -11.61% Jan 4, 2017 - Dec 4, 2017 |
| #13 | -1.26% Oct 27, 2021 - Nov 5, 2021 | -10.65% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -1.10% Nov 27, 2020 - Dec 3, 2020 | -10.47% Jan 12, 2018 - May 18, 2018 |
| #15 | -0.94% Dec 16, 2019 - Jan 2, 2020 | -10.35% May 9, 2006 - Oct 13, 2006 |
Correlation
Correlation between RPAR and XSVM is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (2005 - 2026)
RPAR vs XSVM dividend yield comparison.
| Year | RPAR | XSVM |
|---|---|---|
| 2026 | 0.06% | 0.42% |
| 2025 | 2.54% | 2.29% |
| 2024 | 2.51% | 1.69% |
| 2023 | 3.16% | 1.31% |
| 2022 | 4.01% | 1.79% |
| 2021 | 2.02% | 1.23% |
| 2020 | 0.76% | 1.21% |
| 2019 | 0.23% | 1.22% |
| 2018 | 0.00% | 2.54% |
| 2017 | 0.00% | 1.90% |
| 2016 | 0.00% | 2.29% |
| 2015 | 0.00% | 2.68% |
| 2014 | 0.00% | 1.32% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 2.10% |
| 2011 | 0.00% | 1.04% |
| 2010 | 0.00% | 1.18% |
| 2009 | 0.00% | 0.74% |
| 2008 | 0.00% | 1.07% |
| 2007 | 0.00% | 3.70% |
| 2006 | 0.00% | 0.63% |
| 2005 | 0.00% | 0.59% |
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